Protests protests protests, where have I seen this story before? Ah yes every 5 years in Thailand. Historically I would’ve said get ready to buy the tourism names, but they’re still beaten down due to the wuflu. Now I’ll say I don’t know.

All 2Q20 number’s are out and boy oh boy was this fun. Several positive surprises i.e. CBG, COM7 doing far better than I thought possible. A post will come up re the numbers later this week.